Edward O'gorman
Edward O'gorman is a CFA-designated registered investment advisor at River Wealth Advisors LLC, based in Camp Hill, PA, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 900 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and generally range up to 1.25% annually based on the size and complexity of the portfolio. Billed quarterly in arrears.
Fee Estimator
Location
100 Corporate Center Drive, Suite 102, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Employment History
Current Registrations
River Wealth Advisors LLC
Previous Registrations
Fma Advisory INC
Security Capital Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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